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Disclosery

PDS Planning, Inc: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PDS Planning, Inc on TSM, newest first. How the timeline and the estimate are built.

PDS Planning, Inc held 21,749 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,749 shares
    Change vs previous 13F +730 shares

    0.6% of the 13F portfolio, value $10,386,670.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 21,019 shares
    Change vs previous 13F +436 shares

    0.47% of the 13F portfolio, value $7,103,371.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,583 shares
    Change vs previous 13F -58 shares

    0.42% of the 13F portfolio, value $6,254,968.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 20,641 shares
    Change vs previous 13F +109 shares

    0.4% of the 13F portfolio, value $5,764,825.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,532 shares
    Change vs previous 13F +820 shares

    0.35% of the 13F portfolio, value $4,650,293.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 19,712 shares
    Change vs previous 13F +2,070 shares

    0.28% of the 13F portfolio, value $3,272,192.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,642 shares
    Change vs previous 13F +306 shares

    0.31% of the 13F portfolio, value $3,484,119.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 17,336 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,010,743.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).